What you'll need before starting 1. Recent payslip 2. Details of your workplace pension 3. Details of any other pensions you may have from previous jobs 4. Details of any private pensions you may have 5. Bank statement - to see how much you currently spend every month If you need any help give us a call on 0113 457 4574
Amount Frequency End Date (if applicable) Your Employment Take Home Pay £ Monthly Weekly Quarterly Annually Retirement Benefits £ Monthly Weekly Quarterly Annually Pensions (exc State Pension) £ Monthly Weekly Quarterly Annually Not applicable Child Maintenance £ Monthly Weekly Quarterly Annually Investment Income £ Monthly Weekly Quarterly Annually Other Income £ Monthly Weekly Quarterly Annually TOTAL (monthly equivalent) £
Pension Provider Your payment Employer payment Frequency Tax Relief Monthly Equivalent Fund Value Valuation Date Choose from list Aegon Aviva Legal & General NEST NOW: Pensions Ltd Royal London Scottish Widows Smart Pension Standard Life The Peoples Pension True Potential Workers Pension Trust OTHER £ £ Weekly Fortnightly Four Weekly Monthly Quarterly Annually £
Include old workplace pensions and private pensions Pension Provider Your payment. Leave blank if '0' Frequency Fund Value Valuation Date if known Choose from list Aegon Aviva Legal & General NEST NOW: Pensions Ltd Royal London Scottish Widows Smart Pension Standard Life The Peoples Pension True Potential Workers Pension Trust OTHER £ Monthly Quarterly Annually Choose from list Aegon Aviva Legal & General NEST NOW: Pensions Ltd Royal London Scottish Widows Smart Pension Standard Life The Peoples Pension True Potential Workers Pension Trust OTHER £ Monthly Quarterly Annually Choose from list Aegon Aviva Legal & General NEST NOW: Pensions Ltd Royal London Scottish Widows Smart Pension Standard Life The Peoples Pension True Potential Workers Pension Trust OTHER £ Monthly Quarterly Annually Choose from list Aegon Aviva Legal & General NEST NOW: Pensions Ltd Royal London Scottish Widows Smart Pension Standard Life The Peoples Pension True Potential Workers Pension Trust OTHER £ Monthly Quarterly Annually
Final Salary Pensions are also know as Defined Benefit Pension Schemes The Pension payable is guaranteed and not based on how much you or your employer pay Scheme Name Annual Pension Pension & Cash Retirement Age Date of Statement Annual Pension Tax Free Cash £ £ £ £ £ £
Your Date of Birth Planned Retirement Age Your State Pension Age (based on your date of birth) Expected Investment Growth Rate Expected Annual Salary Increase Rate Expected RPI At State Pension Age At Age: Projected Pension Funds (EXCLUDES Final salary pensions) NET Income (monthly) ** Maximum Tax Free Cash (TFC) NET Income (monthly) ** * This is an estimation based on current annuity rates **This is an estimate based on current personal allowance and tax rates **Includes Current Monthly State Pension (2021 to 2022) of £778.27
Pay More Into your pension Make a lump sum payment Current monthly expenditure Retirement monthly expenditure